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Chilean Mutual Fund Industry Net New Investments (NNI) Report – March 2018

April 18, 2018 by

Excel workbook detailing net new investments (NNI) of all locally registered Chilean mutual funds, asset managers and industry sectors. Also includes monthly and year to date NNI data by asset class, region, sector and manager by sector. Data as of March 31, 2018.

Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; BGT Pactual; Celfin; Compass; CorpBanca; Cruz del Sur; EuroAmerica; Fintual; Itaú; LarrainVial; Nevasa HMC; Principal; Santander; Scotia; Security; Sura; Toesca; Vision Advisors; Zurich.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , , ,

Chilean Mutual Fund Industry Statistics – March 2018

April 18, 2018 by

Excel workbook detailing, over various time periods, mutual fund industry asset growth by sector and managers. Data as of March 31, 2018.

Companies mentioned in this report: Banchile; BancoEstado; BBVA; Bci; Bice; BTG Pactual; CorpBanca; EuroAmerica; Fintual; Itaú; LarrainVial; Principal; Satander; Scotia; Security; Sura; Toesca; Vision Advisors; Zurich.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Henriquez passes baton as Insigneo enters new growth phase

April 17, 2018 by

Daniel de Ontanon, a veteran with leadership roles in Citi's private banking area, will take over as Insigneo's CEO, effective April 30, 2018. Raul Henriquez will continue in his role as chairman of the USD 8.5 billion advisory.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , , , , ,

Brazilian investors’ focus on riskier fund classes intensified in first quarter of 2018

April 17, 2018 by

Since last October, balanced funds and equity funds have raised BRL 88 billion, compared to BRL 25 billion in outflows for fixed-income funds.

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Filed Under: Brazil, News and Trends, Private Tagged With: , , , , , , , ,

Peruvian AFP Pension Fund Industry Statistics – March 2018

April 17, 2018 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Peruvian AFP pension funds. Data as of March 31, 2018.

Companies mentioned in this report: Habitat; Integra; Prima; Profuturo.

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Filed Under: Peru, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Old Mutual wholesalers agree to distribute OMGI funds as independent company

April 17, 2018 by

Old Mutual Global Investors' US offshore and Latin American offshore sales team has gone independent, and will continue to offer OMGI funds - and perhaps other brands - via its newly established, Miami-based, third-party distribution firm.

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Filed Under: News and Trends, Private, Region Tagged With: , , , , , , , ,

League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – March 2018

April 16, 2018 by

This league table provides a ranking of all distributors of cross-border funds and ETFs, by AUM and market share, and a listing of the brands that each distributor represents in dealings with Chilean pension managers. It also includes annual inflows/outflows by cross-border brand. Data as of March 31, 2018.

Companies mentioned in this report: Aberdeen; Alfred Berg; AllianceBernstein; Allianz; Altis; Ashmore; Aviva Investors; Axa; Bice; BlackRock; BlueBay; BNP Paribas; BNY Mellon; BNY Mellon AM; BTG Pactual; Capital Advisors; Compass Group; Credit Suisse; Deka; Deutsche; Dimensional; DWS; Econsult; Edmond de Rothschild; Eurizon; EuroAmerica; Falcon; F&C; Fidelity; Franklin Templeton; GAM; GLG; Goldman Sachs ; Henderson; HMC Capital; HSBC; IM Trust; ING; Invesco; Investec; iShares; JP Morgan; Julius Baer; LAAMA; LarrainVial; Latinus; M&G; Matthews Funds; MFS; Morgan Stanley; Natixis; Nomura; Oaktree; Oddo; Oppenheimer; Pictet; Picton Advisors; Pimco; Pioneer; Pioneer Chile; Robeco; Schroders; SEB; State Street; Swiss Advisors; Threadneedle; TIAA-CREF; UBS; Van Eck; Vanguard; Vision Advisors; Vontobel; WAC research; WisdomTree; Security; Muzinich.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , , ,

Fund-of-funds biz in Peru among biggest growth areas

April 16, 2018 by

The general secretary of the Association of Mutual Fund Managers of Peru, Fernando Osorio, highlighted the growth of the industry’s AUM over the last five years.

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Filed Under: News and Trends, Peru, Private Tagged With: , , , , , , ,

Chilean AFP Pension Fund Industry Statistics – March 2018

April 16, 2018 by

Excel workbook detailing, over various time periods, asset totals and affiliate trends among Chilean AFP pension funds. Data as of March 31, 2018.

Companies mentioned in this report: Capital, Cuprum, Habitat, Modelo, Planvital, Provida.

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Filed Under: Chile, Private, Quantitative Analysis Tagged With: , , , , , , ,

League Table – Assets Gathered by Cross-Border Managers & ETFs Sponsors – Mexican OFI Market – March 2018

April 16, 2018 by

Excel workbook detailing assets gathered by cross-border fund managers and ETFs sponsors in the Mexican mutual funds market (OFIs). Data as of March 31, 2018.

Companies mentioned in this report: iShares; Vanguard; State Street; Franklin Templeton; Aberdeen; Schroders; BlackRock; Principal; PowerShares; MFS; WisdomTree; Goldman Sachs; Robeco; Henderson; Fidelity; JP Morgan; Deutsche; Julius Baer; Pioneer; Santander; Nomura; First Trust; Van Eck; ProShares; Guggenheim; Global X; PIMCO; BBVA; United States; Commodity Funds; ETF Securities; BNP Paribas; Banamex; Santander; Actinver; Valmex; Scotia; Sura; Franklin Templeton; Principal; BBVA; Ixe; GBM; Finaccess; Invex; HSBC; Vector; Compass; Old Mutual; Intercam; Interacciones; Invercap; Monex; Nafinsa.

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Filed Under: Mexico, Private, Quantitative Analysis Tagged With: , , , , , , , , , ,
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